?? >> i really do. i think we've gotten to a right size in corporate america.a. we have cut costs to the bone. i think any top line revenue growth will be a driver for growth in the s&p 500 and all of corporate america. i think three different places right now. energy is going to be a winner.. it's going to be a winner on three fronts, not the least of which is the short term, middle term and long term demand is going to be the picture there, and we'll see inflation in 2010. some companies to stay away from, the worst is mind because of how bad that gets. i think health care investments comes back, and look at technology as a consolidating sector. the bottom 90 companies in technology, and pay consolidation, and ratio in technology. >> ron shaw, i think you would disagree on energy with art hogan, would you not? >> i believe energy, is a good sector, but we look at service companies, we like, for example, transformer businesses, manufacturing companies that support the energy industry. but we do not believe in the commodity sector or the energy industry. >> and art, you're nodding